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Extend
Getting started
Getting started
Getting started
How do I sign up on Extend?
Navigating Extend
How do I register an account (plastic card) with Extend?
Accounts
How do I update my billing information?
How do I view account activity and exposure?
Disconnect your account from Extend
Virtual Cards
What is a virtual card?
Types of virtual cards
How do I create virtual cards?
How do I request a virtual card?
How do I add my virtual card to my mobile wallet?
Virtual card spend controls
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Budgets
What is a budget?
Types of budgets
How do I create a budget?
How do I update a budget?
Budget history
Transactions
How can I download my transactions?
How can I filter my transactions?
Bookkeeping
Download virtual card data
Create and manage expense categories
Sync QuickBooks GL codes with Extend
How to reconcile your bank statement
Integrations
Import physical card transactions into Extend
Integrate with NetSuite
Integrate with QuickBooks
Sync transactions to your accounting service
Expense Management
Assign an out-of-pocket expense report approver
Approve an out-of-pocket expense report
Submit an out-of-pocket expense report
Attach receipts
Create and update receipt rules
Send receipt reminders
Organizations & Roles
Invite your team
Assign roles
Manage your organization settings
Manage contacts
User Profile & Settings
Manage notification settings
Reset your password
How do I delete my user account?
FAQs
How do I register my American Express Card with Extend?
General support questions
